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RenMac

RenMac Off-Script: Revisionist History

Aug 23, 2024
31:52
The RenMac Team discusses the DNC and latest in the general election campaign, the folly of price controls, the sharp downward revision to payroll employment and what it means for the Fed ahead of Jackson Hole, the recent breakout in gold, balance sheet versus income recession, and how tight policy is based on the gap between two-year yields and the Federal Funds Rate.

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